Before you begin
Requires the matching finance permission. Online collection additionally requires the chapter's connected payment setup.
Steps
- 1
Open Finance. Overview shows dues collected for the chosen range or term, outstanding and overdue balances as of today, outside payments to review and money owed to members. Use the Live / Test mode switch; test payments never count toward live totals. Click any card, chart bar or attention item to open the matching filtered list (for example, overdue members or charges 31–60 days old). Live balances exclude test-mode payments.
- 2
Reports has the activity register and CSV exports for collections, receivables, expenses by category and budget variance. Collected is not your bank balance, and member-paid fees are shown separately from dues.
- 3
Create member charges or installment schedules using chapter-approved amounts.
- 4
Record manual or external payments, import permitted records, and review member payment claims.
- 5
When online collection is configured, review pending, paid, failed, refunded, disputed, or returned states.
- 6
Use exports and the balance view; do not rewrite ledger history to force a total.
- 7
Exports need the export permission plus access to that report's records, and are built on the server for your chapter only. Anyone who can view records can still copy what they see.
Important notes
- Balances come from an append-only ledger. Refunds, disputes, bank returns, reinstatements, waivers, and credits use compensating entries.
- The person paying covers the disclosed service and processing fees so the chapter receives its dues amount.
- Test and live payment records are isolated.